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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $581,908 | $160,070+263.5% | $147,117+295.5% | $145,897+298.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.03% | 98.69%-88.7pp | 420.54%-410.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $11,414 | $5,285+116.0% | $4,932+131.4% | $4,663+144.8% |
| Participant deferral / active EE | $15,235 | $8,419+81.0% | $8,065+88.9% | $6,689+127.8% |
| Admin fee / account holder | $4,812 | $15,035-68.0% | $12,993-63.0% | $13,390-64.1% |